04
Feb
Wrap – 02/02/24
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We are traveling this weekend. The Monday post will be out at the usual time.
Holdings Watch:
- We added to four oily upstream positions last week.
- We added solar tracker NXT back to the portfolio at $50.49.
- The blotter is updated.
Questions about the site can be sent to zmanalpha@gmail.com
Questions and comments under The Wrap will be addressed in the Monday post.
Have a good weekend,
Z
Both XOM & CVX ‘Talked up ‘ their Permian assets in their Quarterly calls & beats.
On a relative basis’, CIVI’s Permian assets are a much larger % of theirtotal assets than either XOM or CVX, and it should be interesting. to see how they spin their Permian assets in their upcoming call.
February 4th, 2024 at 12:01 pmThe NG Macro page is updated here:
https://zmansenergybrain.com/gassy-players/
February 4th, 2024 at 7:43 pm